Skyworks Solutions
SWKS
711 hedge funds and large institutions have $15.5B invested in Skyworks Solutions in 2017 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 270 increasing their positions, 263 reducing their positions, and 46 closing their positions.
33% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 46
7% more capital invested
Capital invested by funds: $14.5B → $15.5B (+$1.05B)
1.2% more ownership
Funds ownership: 81.75% → 82.95% (+1.2%)
3% more repeat investments, than reductions
Existing positions increased: 270 | Existing positions reduced: 263
1% more funds holding
Funds holding: 705 → 711 (+6)
14% less funds holding in top 10
Funds holding in top 10: 14 → 12 (-2)
39% less call options, than puts
Call options by funds: $270M | Put options by funds: $443M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$236M |
| 2 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$37.9M |
| 3 |
Goldman Sachs
New York
|
+$34.9M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$31.7M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$26.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$124M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$52.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$37M |
| 4 |
ACM
Argent Capital Management
St Louis,
Missouri
|
-$32.2M |
| 5 |
Alkeon Capital Management
New York
|
-$31.7M |
SWKS Hedge Fund Activity: Q3 2017 in Review
711 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Skyworks Solutions (SWKS) for Q3 2017, worth a combined $15.5B — up 7.3% from $14.5B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new SWKS positions and 46 closed out — a net gain of 15 holders — while 270 added to existing stakes and 263 trimmed.
The largest buyer was Vulcan Value Partners, adding an estimated $236M. The largest seller was Wellington Management Group, cutting an estimated $124M.
- 711 institutional investors held Skyworks Solutions (SWKS) as of Q3 2017, up from 705 in Q2 2017.
- Funds reported $15.5B of Skyworks Solutions stock for Q3 2017, up 7.3% quarter-over-quarter.
- 61 funds opened new Skyworks Solutions positions in Q3 2017 and 46 closed out, a net change of +15 holders.
- The largest Skyworks Solutions buyer in Q3 2017 was Vulcan Value Partners, an estimated $236M added.
- The largest Skyworks Solutions seller in Q3 2017 was Wellington Management Group, an estimated $124M sold.
Based on aggregated 13F filings for Q3 2017.